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Food Delivery

Food delivery platforms connect restaurants and grocers to couriers and customers, and have widened into general local delivery. Order density within a given area is what turns the model profitable.

12 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	CA Cullinan Associates Louisville, Kentucky	$10.4M	-$2.34M	1	0.81%	Reduced
202	LMR Partners London, United Kingdom	$10.3M	+$4.45M	1	0.65%	Increased
203	Alyeska Investment Group Chicago, Illinois	$10.1M	$0	1	0.08%	Maintained
204	NIT NumerixS Investment Technologies Vancouver, British Columbia, Canada	$9.81M	+$9.35M	1	1.44%	Increased
205	CAM ClariVest Asset Management San Diego, California	$9.79M	+$9.41M	1	0.24%	Increased
206	Iconiq Capital San Francisco, California	$9.78M	-$1.07M	1	0.96%	Reduced
207	BCMNY Buckingham Capital Management (New York) New York	$9.57M	+$9.21M	1	1.12%	New
208	CI Investments Inc Toronto, Ontario, Canada	$9.47M	+$381K	1	0.1%	Increased
209	Employees Retirement System of Texas Austin, Texas	$9.18M	+$1.66M	1	0.12%	Increased
210	NFA Nationwide Fund Advisors Columbus, Ohio	$8.93M	+$3.63M	2	0.04%	Increased
211	WC Wexford Capital West Palm Beach, Florida	$8.62M	+$2.47M	1	0.64%	Increased
212	Nikko Asset Management Americas New York	$8.52M	+$7.62M	1	0.51%	Increased
213	EULAV Asset Management Sarasota, Florida	$8.33M	-$1.2M	1	0.41%	Reduced
214	Handelsbanken Fonder Stockholm, Sweden	$8.24M	+$7.92M	1	0.21%	New
215	Norges Bank Oslo, Norway	$8.14M	-$95.1M	1	0%	Reduced
216	CAM Crestone Asset Management Boulder, Colorado	$8.11M	-$4.64M	1	3.74%	Reduced
217	CIBC World Markets New York	$7.97M	+$7.67M	1	0.08%	New
218	SH SeaTown Holdings Singapore	$7.87M	+$7.57M	1	1.1%	New
219	Dai-ichi Life Insurance Company Tokyo, Japan	$7.86M	+$781K	1	0.17%	Increased
220	OMC Oasis Management Company Grand Cayman, Cayman Islands	$7.85M	+$7.47M	1	2.7%	New
221	Capital International Los Angeles, California	$7.75M	-$347K	1	0.51%	Reduced
222	Aperio Group Sausalito, California	$7.72M	+$911K	2	0.05%	Increased
223	Wolverine Trading Chicago, Illinois	$7.65M	+$4.5M	2	0.04%	Increased
224	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$7.62M	+$767K	2	0.01%	Increased
225	RGI River Global Investors London, United Kingdom	$7.31M	+$792K	2	1.36%	Increased